Jupiter Wealth Management’s Lockheed Martin LMT Stock Holding History

Jupiter Wealth Management’s Portfolio LMT Stock Details LMT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$1.3M	Hold	2,500	–	–	0.51%	40
2025 Q4	$1.59M	Hold	2,500	–	–	0.71%	35
2025 Q3	$1.25M	Hold	2,500	–	–	0.59%	37
2025 Q2	$1.11M	Hold	2,500	–	–	0.56%	39
2025 Q1	$1.18M	Hold	2,500	–	–	0.72%	31
2024 Q4	$1.21M	Hold	2,500	–	–	0.61%	38
2024 Q3	$1.46M	Hold	2,500	–	–	0.75%	36
2024 Q2	$1.35M	Hold	2,500	–	–	0.72%	38
2024 Q1	$1.17M	Hold	2,500	–	–	0.62%	44
2023 Q4	$1.13M	Hold	2,500	–	–	0.67%	40
2023 Q3	$1.11M	Hold	2,500	–	–	0.72%	35
2023 Q2	$1.15M	Hold	2,500	–	–	0.99%	25
2023 Q1	$1.18M	Hold	2,500	–	–	1.09%	26
2022 Q4	$1.22M	Hold	2,500	–	–	1.18%	28
2022 Q3	$965K	Hold	2,500	–	–	0.97%	29
2022 Q2	$1.07M	Hold	2,500	–	–	0.98%	28
2022 Q1	$1.1M	Hold	2,500	–	–	0.69%	35
2021 Q4	$888K	Sell	2,500 -1,255	-33%	-$434K	0.46%	46
2021 Q3	$1.27M	Hold	3,755	–	–	0.6%	43
2021 Q2	$1.36M	Hold	3,755	–	–	0.65%	40
2021 Q1	$1.43M	Sell	3,755 -4,230	-53%	-$1.45M	0.72%	37
2020 Q4	$2.83M	Hold	7,985	–	–	1.74%	20
2020 Q3	$3.06M	Sell	7,985 -4,273	-35%	-$1.63M	2.16%	19
2020 Q2	$4.48M	Buy	12,258 +692	+6%	+$261K	2.24%	20
2020 Q1	$4.43M	Buy	11,566 +394	+4%	+$155K	2.58%	18
2019 Q4	$4.65M	Sell	11,172 -83	-0.7%	-$31.9K	2.25%	18
2019 Q3	$4.39M	Sell	11,255 -69	-0.6%	-$25.9K	2.34%	16
2019 Q2	$4.06M	Sell	11,324 -473	-4%	-$158K	2.01%	22
2019 Q1	$3.71M	Buy	+11,797	New	+$3.46M	1.79%	24

Other funds holding LMT

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Jupiter Wealth Management's LMT Position: Q1 2026 in Review

Jupiter Wealth Management held its Lockheed Martin (LMT) position steady in Q1 2026 at 2,500 shares worth $1.3M. The position accounts for 0.51% of the portfolio, ranked #40.

Jupiter Wealth Management first reported a position in LMT in Q1 2019 and has held it in 29 quarters since. The position peaked at $4.65M in Q4 2019. 2,910 funds tracked by Wall St. Rank hold LMT as of Q1 2026.

Jupiter Wealth Management held 2,500 shares of Lockheed Martin worth $1.3M as of Q1 2026.
Jupiter Wealth Management left its Lockheed Martin share count unchanged in Q1 2026.
Lockheed Martin made up 0.51% of Jupiter Wealth Management's portfolio in Q1 2026, its #40 holding.
Jupiter Wealth Management first reported a position in Lockheed Martin in Q1 2019 and has held it in 29 quarters since.
Jupiter Wealth Management's Lockheed Martin position peaked at $4.65M in Q4 2019.
2,910 funds tracked by Wall St. Rank held Lockheed Martin as of Q1 2026.

Based on Jupiter Wealth Management's 13F filing for Q1 2026, filed 14 May 2026.